What is a Lead?
Leads are people who are interested in your product and service. Converting leads to loyal customers will provide success within a business. By managing your leads in a systematic and structured way, you can increase both the numbers of leads you generate and how many leads you convert.
Leads are people who are interested in your product and service. Converting leads to loyal customers will provide success within a business. By managing your leads in a systematic and structured way, you can increase both the numbers of leads you generate and how many leads you convert.
What are the advantages of using leads?
Using leads allows your company to maintain two separate lists - one for prospective customers and one for existing customers. You can store your prospects as leads, and then once a lead becomes qualified, you can convert it to an account, contact, and, optionally, an opportunity.
Leads are especially useful if your company has two separate teams - one that handles lead generation and mass marketing and one that handles sales. The lead generation team can concentrate their work on the Leads tab, and the opportunity team can use the Account, Contact, and Opportunity tabs.
Using leads allows your company to maintain two separate lists - one for prospective customers and one for existing customers. You can store your prospects as leads, and then once a lead becomes qualified, you can convert it to an account, contact, and, optionally, an opportunity.
Leads are especially useful if your company has two separate teams - one that handles lead generation and mass marketing and one that handles sales. The lead generation team can concentrate their work on the Leads tab, and the opportunity team can use the Account, Contact, and Opportunity tabs.
Can I convert existing accounts or contacts into leads?
No. As an alternative, create an opportunity for the account or contact. If you prefer to use a lead, create a report containing the accounts or contacts you want to convert into leads, export them, and then import them as leads.
No. As an alternative, create an opportunity for the account or contact. If you prefer to use a lead, create a report containing the accounts or contacts you want to convert into leads, export them, and then import them as leads.
How many leads can we capture from our website?
In Professional, Enterprise, Unlimited, Performance, and Developer Edition organizations, you can capture up to 500 leads in a 24–hour period. If your organization exceeds its daily Web-to-Lead limit, the Default Lead Creator (specified in the Web-to-Lead setup page) receives an email containing the additional lead information. If your company regularly exceeds the Web-to-Lead limit, clickHelp & Training at the top of any page and select the My Cases tab to submit a request for a higher limit directly to salesforce.com.
When your organization reaches the 24–hour limit, salesforce.com stores additional requests in a pending request queue that contains both Web-to-Case and Web-to-Lead requests. The requests are submitted when the limit refreshes. The pending request queue has a limit of 50,000 combined requests. If your organization reaches the pending request limit, additional requests are rejected and not queued. Your administrator receives email notifications for the first five rejected submissions. Contactsalesforce.com Customer Support to change your organization's pending request limit.
In Professional, Enterprise, Unlimited, Performance, and Developer Edition organizations, you can capture up to 500 leads in a 24–hour period. If your organization exceeds its daily Web-to-Lead limit, the Default Lead Creator (specified in the Web-to-Lead setup page) receives an email containing the additional lead information. If your company regularly exceeds the Web-to-Lead limit, clickHelp & Training at the top of any page and select the My Cases tab to submit a request for a higher limit directly to salesforce.com.
When your organization reaches the 24–hour limit, salesforce.com stores additional requests in a pending request queue that contains both Web-to-Case and Web-to-Lead requests. The requests are submitted when the limit refreshes. The pending request queue has a limit of 50,000 combined requests. If your organization reaches the pending request limit, additional requests are rejected and not queued. Your administrator receives email notifications for the first five rejected submissions. Contactsalesforce.com Customer Support to change your organization's pending request limit.
How can our webmaster test the Web-to-Lead page?
Add the following line to your Web-to-Lead page code if you want to see a debugging page when you submit the form. Don't forget to remove this line before releasing the Web-to-Lead page on your website.
<input type="hidden" name="debug" value="1">
Add the following line to your Web-to-Lead page code if you want to see a debugging page when you submit the form. Don't forget to remove this line before releasing the Web-to-Lead page on your website.
<input type="hidden" name="debug" value="1">
Who owns new web-generated leads?
Your administrator can create a lead assignment rule to determine how web leads will be automatically assigned to different users or queues. In addition, your administrator must customize the Lead Settings to specify a Default Lead Owner to whom all web leads will be assigned if the assignment rule fails to locate an owner. If you do not use assignment rules, all web leads will be assigned to the Default Lead Creator (specified in the Web-to-Lead setup).
Your administrator can create a lead assignment rule to determine how web leads will be automatically assigned to different users or queues. In addition, your administrator must customize the Lead Settings to specify a Default Lead Owner to whom all web leads will be assigned if the assignment rule fails to locate an owner. If you do not use assignment rules, all web leads will be assigned to the Default Lead Creator (specified in the Web-to-Lead setup).
What status is assigned to web-generated leads?
All new web leads are marked with a status equal to the “default status” that your administrator selects when editing the Lead Status picklist values. In addition, web-generated leads are marked with the “Unread” flag; they have a check mark in the Unread column on the lead list views. When a user views or edits a new web lead, the lead is automatically set to “Read.” This way you can easily locate all new leads using the My Unread Leads list view.
All new web leads are marked with a status equal to the “default status” that your administrator selects when editing the Lead Status picklist values. In addition, web-generated leads are marked with the “Unread” flag; they have a check mark in the Unread column on the lead list views. When a user views or edits a new web lead, the lead is automatically set to “Read.” This way you can easily locate all new leads using the My Unread Leads list view.
What happens when I convert a lead?
When you convert a lead, Salesforce creates a new account, contact, and, optionally, an opportunity using the information from the lead. Any campaign members are moved to the new contact and the lead becomes read only. If an existing account and contact have the same names as those specified on the lead, you can choose to update the existing account and contact. Information from the lead is inserted only into blank fields; Salesforce does not overwrite existing account and contact data.
All open and closed activities from the lead are attached to the account, contact, and opportunity. You can assign the owner of the records, and schedule a follow-up task. When you assign a new owner, only the open activities are assigned to the new owner. If you have custom lead fields, that information can be inserted into custom account, contact, or opportunity fields. Converted leads can't be viewed, although they appear in lead reports. Salesforce updates the Last Modified Date and Last Modified By system fields on converted leads when picklist values included on converted leads are changed.
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